Alongside our investment management service, we work with you and your other advisers (e.g. accountants) to ensure that your investments are as tax efficient as possible.


Paying tax is an unavoidable fact of life. Tax is an area that can feel confusing and complex, especially if you are self-employed or a business owner.

Although paying tax is inevitable, there are lots of ways to ensure you are not over-paying by making the best use of any of the well-established exemptions and tax allowances.

Effective tax planning needs to look at your whole financial picture and make use of all the opportunities available.

We look at the whole picture

Your personal Financial Planner will advise on how to maximise your tax efficient allowances, including your ISA and pension contributions each tax year.

For clients using our bespoke investment service, we advise on Capital Gains liabilities and how to mitigate these using the available allowance.

We also offer a free service to automatically fund your ISA allowance from your existing investments at the start of each tax year.


We never charge for an initial meeting and there is no obligation to use our services if you don’t think our services are right for you.

  • We will establish your specific requirements and tailor a financial plan to meet your goals

  • We look at all allowances available to you, including ISA, pension and Capital Gains Tax

  • Annual reviews help to keep you on track and ensure your allowances are used each tax year

  • Download a copy of our Fee Schedule

For more information on our Tax Planning Services give us a call on 01608 695100 OR GET IN TOUCH

Here at Wise Investment, we are one big happy family.

Since 1992, we have helped families grow and we continue to help their children, and some friends too, to make wise investment choices in Financial Planning and Wealth Management.

As an employee-owned business, our people each own a share in Wise Investment. Our staff have the entrepreneur spirit – they share the success of Wise Investment, its reputation and longevity.

Our people stay with us, and you’ll have a regular contact who knows your account. Like a family business, we go above and beyond to look after our customers, personally managing your objectives and providing the best service.

About us


We’ve been helping generations of families manage their investments since 1992. Contact us today to discover what makes us unique.

Call us on: 01608 695100 Or email at: